Websterrogers Financial Advisors, LLC Pimco ETF Tr Sht Term Mun Bd A Transaction History

Websterrogers Financial Advisors, LLC

  • $333 Million
  • Q4 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Pimco ETF Tr Sht Term Mun Bd A stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 152,338 shares of SMMU stock, worth $7.68 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
152,338
Previous 132,968 14.57%
Holding current value
$7.68 Million
Previous $6.72 Million 14.22%
% of portfolio
2.31%
Previous 2.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$50.37 - $50.58 $975,666 - $979,734
19,370 Added 14.57%
152,338 $7.68 Million
Q3 2025

Oct 08, 2025
BUY
$50.09 - $50.73 $215,787 - $218,544
4,308 Added 3.35%
132,968 $6.72 Million
Q2 2025

Jul 10, 2025
BUY
$49.18 - $50.17 $47,655 - $48,614
969 Added 0.76%
128,660 $6.45 Million
Q1 2025

Apr 09, 2025
SELL
$49.75 - $50.27 $62,237 - $62,887
-1,251 Reduced 0.97%
127,691 $6.37 Million
Q4 2024

Jan 14, 2025
BUY
$49.74 - $50.43 $301,324 - $305,504
6,058 Added 4.93%
128,942 $6.43 Million
Q3 2024

Oct 15, 2024
SELL
$49.69 - $50.5 $224,747 - $228,411
-4,523 Reduced 3.55%
122,884 $6.21 Million
Q2 2024

Jul 12, 2024
BUY
$49.57 - $49.94 $456,192 - $459,597
9,203 Added 7.79%
127,407 $6.35 Million
Q1 2024

May 14, 2024
BUY
$49.89 - $50.18 $513,268 - $516,251
10,288 Added 9.53%
118,204 $5.9 Million
Q4 2023

Feb 14, 2024
SELL
$48.75 - $50.14 $657,637 - $676,388
-13,490 Reduced 11.11%
107,916 $5.4 Million
Q3 2023

Nov 01, 2023
SELL
$48.95 - $49.66 $174,506 - $177,037
-3,565 Reduced 2.85%
121,406 $5.94 Million
Q2 2023

Jul 26, 2023
SELL
$49.33 - $49.85 $43,213 - $43,668
-876 Reduced 0.7%
124,971 $6.19 Million
Q1 2023

May 03, 2023
BUY
$49.23 - $49.88 $73,795 - $74,770
1,499 Added 1.21%
125,847 $6.26 Million
Q4 2022

Feb 06, 2023
SELL
$48.58 - $49.5 $294,394 - $299,970
-6,060 Reduced 4.65%
124,348 $6.13 Million
Q3 2022

Oct 26, 2022
BUY
$48.8 - $50.02 $8,930 - $9,153
183 Added 0.14%
130,408 $6.37 Million
Q2 2022

Jul 25, 2022
BUY
$49.13 - $49.94 $3.33 Million - $3.38 Million
67,704 Added 108.29%
130,225 $6.46 Million
Q1 2022

Apr 14, 2022
SELL
$49.9 - $51.25 $2.56 Million - $2.63 Million
-51,398 Reduced 45.12%
62,521 $3.12 Million
Q4 2021

Jan 24, 2022
BUY
$51.2 - $51.31 $546,969 - $548,144
10,683 Added 10.35%
113,919 $5.84 Million
Q3 2021

Oct 12, 2021
BUY
$51.3 - $51.55 $164,570 - $165,372
3,208 Added 3.21%
103,236 $5.3 Million
Q2 2021

Aug 05, 2021
BUY
$51.33 - $51.53 $193,668 - $194,422
3,773 Added 3.92%
100,028 $5.15 Million
Q1 2021

May 07, 2021
BUY
$51.24 - $51.61 $451,936 - $455,200
8,820 Added 10.09%
96,255 $4.94 Million
Q4 2020

Feb 11, 2021
BUY
$51.11 - $51.45 $4.47 Million - $4.5 Million
87,435 New
87,435 $4.5 Million

Others Institutions Holding SMMU

# of Institutions
194
Shares Held
18.1M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO ETF TR SHT TERM MUN BD A

SMMU Quotes by TradingView
  • Ticker SMMU
  • Sector ETFs
  • Industry ETFs
More about SMMU
Track This Portfolio

Track Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email